CXO Group · delegate sales bandwidth · Aug 2026 – Dec 2027
Live sync off — this copy is local to you
Setup is already done for CXO Group — open only if you need to rebuild it
Already configured: this file points at CXO Group's Supabase project
(qweoqwdrrfkwdxllzgda), board cxo-dinner-tracker, using the publishable key.
The tracker_state table and its access policy are in place and were tested read and write on
5 August 2026. Nothing below needs doing again.
Go to supabase.com, sign in, create a new free project.
Open SQL Editor, paste the snippet below, press Run.
Open Project Settings → API Keys. Copy the Publishable key
(it begins sb_publishable_) into the key box above. Older projects show this as
anon public instead, beginning eyJhbGciOi — either works.
Take the Project URL from Project Settings → Data API.
Never paste a secret key (sb_secret_) or a
service_role key here. Those bypass every access rule and would sit inside a file you
email around.
Type your name, press Connect, then use Share with my team —
the shared file carries these settings, so each manager just opens it, types their name and connects.
create table if not exists tracker_state (
id text primary key,
data jsonb not null,
updated_by text,
updated_at timestamptz default now()
);
alter table tracker_state enable row level security;
create policy "shared board access" on tracker_state
for all to anon, authenticated
using (true) with check (true);
Changes are picked up every 3 seconds, so everyone stays within a few seconds of each other.
Rows and weekly entries merge individually, so two managers editing different dinners or different weeks
never overwrite one another.
Access: anyone holding this file and its key can edit the board, so treat the
file as internal — send it to your managers, do not publish it. If someone leaves, roll the publishable key
in Project Settings → API Keys and re-share the file.
Can we take this dinner on?
Enter a proposed event date and table size. The answer tests the full campaign window against
person-weeks available and free campaign slots — the same test the weekly table runs.
Resourcing — where you need more people
Read straight off the pipeline below. Every gap is expressed as headcount, with the date the
person has to be productive by (not the date you start recruiting).
Event fill progress — delegates confirmed against the table
Type the number of delegates confirmed straight into Booked on any event —
here or on the pipeline below. Still required, pace needed and the projected final number all follow from it.
Every event as a table
Weekly load vs capacity
Bars are committed delegate-sales effort per week. The dashed line is the team's available
person-weeks. Hover any week for detail.
The solid bar is how long the pair are actually tied up — it ends when the table fills, not at
the dinner. The dotted line runs on to the dinner date. Overlapping bars are the weeks that compete for the
same people.
Event pipeline
Add every dinner you are considering, not just the confirmed ones — provisional dinners still
consume the bandwidth you are trying to measure.
Delegate booking tracker — target vs actual
Set each person's weekly booking target on the roster below, then log what they actually
booked. Targets automatically fall to zero over the Christmas shutdown and are de-rated for holiday.
Cumulative target Cumulative actual
Week-by-week roll-up
Delegate sales roster
Add a staff member any time — set the date they start and every week from that point forward
recalculates. Allocation % is the share of their week available for dinner campaigns.
Assumptions
The rule this model is built on: 2 people take 2.5 weeks of work to fill a 25-person dinner,
provided the campaign starts 8–10 weeks out. That is 5 person-weeks per dinner, spread across the campaign window.
Effort is scaled pro-rata for larger or smaller tables — a 50-person dinner is assumed to take
twice the effort of a 25-person one.
Nothing is saved automatically. Use Save data (JSON) to keep your roster and pipeline, and
Load data to bring it back next time.
Share this tracker
This downloads a single self-contained HTML file with today's roster, pipeline and
logged bookings already inside it. Send it to anyone — they open it in any browser, no software,
no login, no internet needed.